Bank of Marin
Novato CA · SEC CIK 0001801145
$1.37亿2026Q1 申报市值
135持仓数
30.6%前十大占比 · 第一大 5.0%
13 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PSX 新建仓+$77.15万
TYL 新建仓+$46.19万
BWXT 新建仓+$43.72万
WCC 新建仓+$35.41万
ISHARES TR 新建仓+$33.33万
2026Q1 卖出最多 按季末市值估算
TLN 减仓-$71.95万
ATI 减仓-$63.32万
SCHW 清仓-$63.19万
FICO 清仓-$58.83万
VV 清仓-$51.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -6,325 | -100.0% | -$63.19万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -348 | -100.0% | -$58.83万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,627 | -100.0% | -$51.22万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,802 | -100.0% | -$51.05万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -7,396 | -100.0% | -$49.73万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,519 | -100.0% | -$33.91万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,730 | -100.0% | -$30.13万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,101 | -100.0% | -$26.68万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -3,160 | -100.0% | -$24.03万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -426 | -100.0% | -$20.16万 | 清仓 |
| — | SNOWLINE GOLD CORP | $11.26万 | 0.08% | 11,298 | 11,298 | — | $11.26万 | 新建仓 |
| RWT | REDWOOD TRUST INC | $17.62万 | 0.13% | 31,402 | 21,000 | 201.9% | $11.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $21.26万 | 0.16% | 2,071 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $23.08万 | 0.17% | 921 | 921 | — | $23.08万 | 新建仓 |
| RTX | RTX CORPORATION | $23.15万 | 0.17% | 1,200 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $23.25万 | 0.17% | 874 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.49万 | 0.17% | 961 | 961 | — | $23.49万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $24.27万 | 0.18% | 1,286 | -25 | -1.9% | -$4,718 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $24.90万 | 0.18% | 13,218 | 13,218 | — | $24.90万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.16万 | 0.18% | 2,610 | 565 | 27.6% | $5.45万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.34万 | 0.19% | 632 | -135 | -17.6% | -$5.63万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $26.98万 | 0.20% | 2,442 | 98 | 4.2% | $1.08万 | 加仓 |
| VG | VENTURE GLOBAL INC | $27.51万 | 0.20% | 17,456 | 17,456 | — | $27.51万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $27.92万 | 0.20% | 4,750 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $28.38万 | 0.21% | 598 | 598 | — | $28.38万 | 新建仓 |
| WMT | WALMART INC | $28.40万 | 0.21% | 2,285 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $28.50万 | 0.21% | 10,150 | 10,150 | — | $28.50万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $28.69万 | 0.21% | 3,234 | -865 | -21.1% | -$7.67万 | 减仓 |
| — | WELLS FARGO & CO | $29.34万 | 0.21% | 254 | 25 | 10.9% | $2.89万 | 加仓 |
| MKL | MARKEL GROUP INC | $29.67万 | 0.22% | 155 | -13 | -7.7% | -$2.49万 | 重新持有 |
| VIS | VANGUARD WORLD FD | $29.82万 | 0.22% | 955 | 122 | 14.6% | $3.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.02万 | 0.22% | 3,232 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $30.56万 | 0.22% | 1,257 | -573 | -31.3% | -$13.93万 | 减仓 |
| — | SIEMENS ENERGY AG | $30.83万 | 0.22% | 1,881 | 1,881 | — | $30.83万 | 新建仓 |
| QCOM | QUALCOMM INC | $30.91万 | 0.23% | 2,400 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $33.33万 | 0.24% | 13,515 | 13,515 | — | $33.33万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $33.46万 | 0.24% | 1,023 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $34.67万 | 0.25% | 1,086 | -2,254 | -67.5% | -$71.95万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $34.80万 | 0.25% | 1,755 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $35.41万 | 0.26% | 1,294 | 1,294 | — | $35.41万 | 新建仓 |
| SPHQ | 1INVESCO EXCHANGE TRADED FD T | $36.36万 | 0.27% | 4,836 | -111 | -2.2% | -$8,346 | 减仓 |
| ZTS | ZOETIS INC | $37.32万 | 0.27% | 3,157 | -500 | -13.7% | -$5.91万 | 减仓 |
| VCR | VANGUARD WORLD FD | $38.67万 | 0.28% | 1,077 | 178 | 19.8% | $6.39万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.02万 | 0.28% | 1,499 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $40.10万 | 0.29% | 3,922 | 102 | 2.7% | $1.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.26万 | 0.29% | 1,661 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $40.39万 | 0.29% | 1,305 | 255 | 24.3% | $7.89万 | 加仓 |
| ABBV | ABBVIE INC | $41.82万 | 0.31% | 1,923 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $41.85万 | 0.31% | 2,543 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $42.11万 | 0.31% | 974 | 118 | 13.8% | $5.10万 | 加仓 |
| ETN | EATON CORP PLC | $42.28万 | 0.31% | 1,182 | 50 | 4.4% | $1.79万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $42.35万 | 0.31% | 2,298 | -141 | -5.8% | -$2.60万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $42.77万 | 0.31% | 1,461 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $43.10万 | 0.31% | 5,941 | -100 | -1.7% | -$7,255 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $43.45万 | 0.32% | 10,825 | 1,357 | 14.3% | $5.45万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $43.72万 | 0.32% | 2,138 | 2,138 | — | $43.72万 | 新建仓 |
| ATI | ATI INC | $44.66万 | 0.33% | 3,070 | -4,353 | -58.6% | -$63.32万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $45.66万 | 0.33% | 1,572 | 86 | 5.8% | $2.50万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $46.19万 | 0.34% | 1,349 | 1,349 | — | $46.19万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $47.33万 | 0.35% | 804 | -310 | -27.8% | -$18.25万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $48.68万 | 0.36% | 7,617 | -15 | -0.2% | -$959 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.88万 | 0.36% | 9,043 | 439 | 5.1% | $2.37万 | 加仓 |
| GOOG | ALPHABET INC | $49.28万 | 0.36% | 1,718 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.31万 | 0.36% | 1,459 | -1,423 | -49.4% | -$48.09万 | 减仓 |
| PGR | PROGRESSIVE CORP | $51.26万 | 0.37% | 2,586 | 1,418 | 121.4% | $28.11万 | 加仓 |
| VGT | VANGUARD WORLD FD | $51.49万 | 0.38% | 738 | -126 | -14.6% | -$8.79万 | 减仓 |
| CRM | SALESFORCE INC | $52.27万 | 0.38% | 2,800 | -1,716 | -38.0% | -$32.03万 | 减仓 |
| SPGI | S&P GLOBAL INC | $55.25万 | 0.40% | 1,299 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $55.55万 | 0.41% | 11,496 | 436 | 3.9% | $2.11万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $55.64万 | 0.41% | 12,124 | 1,000 | 9.0% | $4.59万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $56.79万 | 0.41% | 3,542 | 603 | 20.5% | $9.67万 | 加仓 |
| ADI | ANALOG DEVICES INC | $58.86万 | 0.43% | 1,850 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.77万 | 0.44% | 3,523 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $61.70万 | 0.45% | 8,146 | 295 | 3.8% | $2.23万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $63.87万 | 0.47% | 2,482 | 225 | 10.0% | $5.79万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $65.65万 | 0.48% | 7,738 | 254 | 3.4% | $2.15万 | 加仓 |
| MRK | MERCK & CO INC | $66.42万 | 0.48% | 5,522 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $66.81万 | 0.49% | 1,186 | -113 | -8.7% | -$6.37万 | 减仓 |
| GEV | GE VERNOVA INC | $66.86万 | 0.49% | 766 | -154 | -16.7% | -$13.44万 | 减仓 |
| ICSH | ISHARES TR | $67.05万 | 0.49% | 13,246 | -1,049 | -7.3% | -$5.31万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $68.55万 | 0.50% | 13,718 | 3,310 | 31.8% | $16.54万 | 加仓 |
| NFLX | NETFLIX INC. | $69.65万 | 0.51% | 7,244 | 2,238 | 44.7% | $21.52万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $70.37万 | 0.51% | 3,017 | -32 | -1.0% | -$7,464 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $70.39万 | 0.51% | 25,925 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $71.39万 | 0.52% | 11,654 | -96 | -0.8% | -$5,881 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $72.77万 | 0.53% | 12,508 | -139 | -1.1% | -$8,087 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $73.27万 | 0.53% | 7,088 | 121 | 1.7% | $1.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $76.56万 | 0.56% | 905 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $77.15万 | 0.56% | 4,235 | 4,235 | — | $77.15万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $77.55万 | 0.57% | 12,358 | -152 | -1.2% | -$9,538 | 减仓 |
| — | HONEYWELL INTL INC | $77.82万 | 0.57% | 3,443 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $79.98万 | 0.58% | 2,493 | -204 | -7.6% | -$6.54万 | 减仓 |
| HD | HOME DEPOT INC | $80.25万 | 0.59% | 2,440 | 130 | 5.6% | $4.28万 | 加仓 |
| SYK | 1STRYKER CORPORATION | $80.37万 | 0.59% | 2,446 | 165 | 7.2% | $5.42万 | 加仓 |
| MCK | MCKESSON CORP | $83.07万 | 0.61% | 960 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $83.51万 | 0.61% | 2,687 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $83.76万 | 0.61% | 12,178 | -944 | -7.2% | -$6.49万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $87.36万 | 0.64% | 5,775 | 1,090 | 23.3% | $16.49万 | 加仓 |
| IEMG | ISHARES INC | $87.94万 | 0.64% | 12,608 | 1,913 | 17.9% | $13.34万 | 加仓 |
| — | SPDR SERIES TRUST | $88.04万 | 0.64% | 21,122 | 2,911 | 16.0% | $12.13万 | 加仓 |